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To: SliderOnTheBlack who wrote (55743)	12/1/1999 11:37:00 AM
From: Broken_Clock	Respond to of 95453

Check out the post prior to yours re: OPEC. -vbg- Did you write that? "OPEC will be forced to raise output" LOL!

To: SliderOnTheBlack who wrote (55743)	12/1/1999 11:48:00 AM
From: John Doyle	Respond to of 95453

Slider - I have been toying with this idea for a few weeks? If you look at the SOX index, it moved far in front of the fundamentals. The fundamentals are excellent for the OSX, yet no substantial movement over last 4 months. could it be that some think we may actually have a recession next year (like Ed Yardeni) If the US does go into recession like Yardeni thinks, the cap ex spending would get pushed back further. There is something I am missing because I am so bullish on this sector?